Madison Wealth Partners, Inc Incresed Positions in Q3 2025

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
76.9K
+ 15.74%
$54.35 - $59.32 $4.18M - $4.56M
566K $33.5M
DGRO
Ishares Core Dividend Growth E

ETFs
15.8K
+ 2.56%
$64.12 - $68.08 $1.01M - $1.08M
633K $43.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.1K
+ 3.87%
$94.17 - $99.95 $1.05M - $1.11M
299K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
763
+ 0.31%
$108.46 - $120.63 $82.8K - $92K
246K $29.2M
AAPL
Apple Inc.

Technology
1.1K
+ 2.73%
$202.38 - $256.87 $223K - $283K
41.3K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.24K
+ 123.99%
$567.77 - $614.76 $1.84M - $1.99M
5.84K $3.58M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 0.16%
$620.67 - $670.08 $32.9K - $35.5K
33.6K $22.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.4K
+ 2.79%
$23.82 - $25.84 $343K - $372K
530K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
166
+ 0.94%
$546.99 - $602.2 $90.8K - $100K
17.9K $10.8M
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.43%
$174.36 - $254.72 $9.42K - $13.8K
12.6K $3.07M
VTI
Vanguard Total Stock Market Et

ETFs
1.35K
+ 17.23%
$303.93 - $329.86 $410K - $445K
9.19K $3.01M
IXUS
Ishares Tr

ETFs
1.33K
+ 1.39%
$76.35 - $82.58 $102K - $110K
97.1K $8.02M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.2%
$293.94 - $444.72 $14.4K - $21.8K
4.13K $1.84M
USTB
Victory Portfolios Ii Victorys

ETFs
10.3K
+ 36.56%
$50.54 - $51.1 $521K - $527K
38.5K $1.96M
LNT
Alliant Energy Corp

Utilities
5.55K
+ 41.37%
$60.76 - $67.41 $337K - $374K
18.9K $1.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 2.25%
$225.11 - $247.9 $79K - $87K
15.9K $3.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.7K
+ 57.36%
$68.24 - $73.73 $253K - $273K
10.2K $746K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 11.81%
$135.0 - $146.02 $150K - $162K
10.5K $1.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.11K
+ 4.71%
$21.69 - $23.34 $111K - $119K
114K $2.64M
ILCV
Ishares Morningstar Value ETF

ETFs
125
+ 0.36%
$82.86 - $90.02 $10.4K - $11.3K
34.4K $3.1M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$218.96 - $328.33 $219 - $328
3.7K $1.04M
MUB
Ishares National Muni Bond ETF

ETFs
1.85K
+ 10.63%
$103.24 - $106.68 $191K - $197K
19.2K $2.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
513
+ 0.67%
$28.92 - $32.19 $14.8K - $16.5K
76.6K $2.45M
AVGO
Broadcom Inc.

Technology
102
+ 3.7%
$264.74 - $369.57 $27K - $37.7K
2.86K $942K
IEFA
Ishares Tr

ETFs
429
+ 1.14%
$81.7 - $87.53 $35K - $37.6K
38.2K $3.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.19K
+ 13.66%
$97.75 - $100.75 $116K - $119K
9.86K $988K
SLV
I Shares Silver Trust

ETFs
409
+ 3.64%
$32.73 - $42.5 $13.4K - $17.4K
11.6K $493K
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 2.84%
N/A
24.5K $4.45M
VDE
Vanguard Energy ETF

ETFs
351
+ 6.21%
$118.37 - $129.65 $41.5K - $45.5K
6K $755K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$155.17 - $185.42 $155 - $185
2.41K $445K
BALT
Innovator Etfs Tr
1.5K
+ 4.68%
$32.11 - $32.82 $48.2K - $49.2K
33.5K $1.1M
SOXX
Ishares Semiconductor ETF

ETFs
4
+ 0.18%
$236.93 - $271.12 $948 - $1.08K
2.17K $588K
IWM
Ishares Russell 2000 ETF

ETFs
64
+ 3.02%
$214.92 - $244.84 $13.8K - $15.7K
2.19K $528K
XLC
Select Sector Spdr Tr Communic

ETFs
30
+ 0.45%
$105.99 - $119.41 $3.18K - $3.58K
6.73K $796K
ISCG
Ishares Morningstar Small Cap

ETFs
646
+ 8.77%
$49.84 - $55.14 $32.2K - $35.6K
8.01K $435K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
367
+ 4.26%
$76.29 - $80.63 $28K - $29.6K
8.98K $721K
ISCV
Ishares Morningstar Small Cap

ETFs
521
+ 9.82%
$61.33 - $67.87 $32K - $35.4K
5.83K $388K
C
Citigroup Inc

Financial Services
3
+ 0.09%
$85.57 - $103.49 $257 - $310
3.39K $343K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.41%
$195.41 - $212.37 $2.74K - $2.97K
3.41K $711K
AMD
Advanced Micro Devices Inc

Technology
23
+ 1.0%
$134.8 - $184.42 $3.1K - $4.24K
2.32K $375K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
297
+ 3.19%
$79.89 - $83.25 $23.7K - $24.7K
9.61K $795K
XYLD
Global X Fds S&P 500 Covered C

ETFs
925
+ 2.67%
$38.52 - $39.39 $35.6K - $36.4K
35.6K $1.4M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.48%
$498.9 - $609.32 $998 - $1.22K
416 $253K
AMAT
Applied Materials Inc

Technology
2
+ 0.09%
$156.25 - $204.95 $313 - $410
2.14K $438K
SUB
Ishares Short Term National Mu

ETFs
372
+ 7.93%
$106.17 - $107.3 $39.5K - $39.9K
5.07K $540K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.34K
+ 3.38%
$13.77 - $14.45 $18.4K - $19.3K
40.9K $590K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.93%
$357.4 - $423.42 $3.22K - $3.81K
980 $397K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
533
+ 3.93%
$50.9 - $52.37 $27.1K - $27.9K
14.1K $737K
NEE
Nextera Energy Inc

Utilities
25
+ 0.5%
$69.77 - $77.54 $1.74K - $1.94K
5K $377K
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email